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Client Liaison

4 weeks ago

Nottingham, Nottingham, United Kingdom Progeny Full time
Client Liaison

**Job Summary:**
We are seeking a highly organized and detail-oriented Client Liaison to join our team at Progeny. As a Client Liaison, you will be the first point of contact for clients and will be responsible for providing exceptional customer service.

**Key Responsibilities:**
* Provide an efficient and friendly point of contact for clients and enquiries by phone, email and in person
* Welcome clients and visitors to the office, make drinks and arrange lunch and/or other requirements for meetings
* Arrange client meetings internally and externally, including telephoning and emailing clients to arrange these, as well as booking meeting rooms in other locations
* Monitor client birthdays, anniversaries and special occasions and arrange gifts as required
* Answer incoming telephone calls to redirect to the appropriate member of the team
* Provision, coordination and support of day-to-day office duties, i.e. diary management and meeting room bookings
* Arrange travel, accommodation and meeting room bookings for team members as required
* Regular upkeep of electronic and paper filing systems, ensuring files are kept tidy and logically organised.
* Data entry on CRM system XPLAN as required
* Ensure timely provision of all office supplies, stationery, sundries, and equipment
* First point of contact for maintenance issues in the office, including arranging service visits, following up on issues and filing service reports
* Responsible for arranging health and safety training e.g. Fire Warden and First Aider training, and completing risk assessments
* Assisting with maintenance, development and updating of systems and procedures relating to the delivery of client work

**Requirements:**
* Experience working within a client focussed position
* Experience working as a Personal Assistant, Office Coordinator or similar role (desirable)
* Experience arranging and managing events (desirable)
* Competent user of MS Office applications
* Ability to build and maintain excellent relationships within all areas of the business
* Excellent interpersonal and client care skills
* Well organised and excellent time management skills
* Excellent attention to detail

**About Progeny:**
We create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. We believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.